Given the recent Schizophrenic events across the banking sector, we all need some ballast & liquidity within out portfolios to get through these periods of intense volatility. What’s more, most of the world’s best companies are listed overseas. Yet receive very little attention here, despite offering attractive returns and being relatively easy to access.
Therefore over the next few months, I plan to build up a ‘model international portfolio’ of conviction stocks, which hopefully can deliver double digit total returns. With the 1st two companies – both of which I own – being introduced today.
Objective of portfolio. 00:00
What type of stocks to include. 02:50
Investing climate. 03:40
Attractive hunting grounds. 07:05
Targeted returns. 09:05
Healthcare. 11:10
Pfizer. 12:55
Roche. 19:00